See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,468 | $102,828-11.0% | $105,387-13.2% | $152,861-40.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.36% | 20.85%+2.5pp | 26.82%-3.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,985 | $4,473-55.6% | $4,213-52.9% | $4,762-58.3% |
| Participant deferral / active EE | $1,985 | $5,465-63.7% | $5,502-63.9% | $5,850-66.1% |
| Admin fee / account holder | $995 | $8,683-88.5% | $6,559-84.8% | $11,596-91.4% |